Get started with Dreamdata
What is Dreamdata? [VIDEO]
Setting Up Dreamdata
How to set up Dreamdata Web tracking (analytics.js) manually
How to set up up Dreamdata web tracking (analytics.js) using Google Tag Manager
How to track forms adding the auto-identify script via Google Tag Manager.
The Onboarding Process
Onboarding process for free customers [VIDEO]
Onboarding for paying customers [VIDEO]
How to invite your colleagues to Dreamdata
How to validate your data
Setup Content Reporting
Content Performance - Dashboard Options
What KPI should you use to measure the effect of B2B content?
Measuring influenced pipeline for B2B content - the true conversion metric
What content generates pipeline?
Which channel performs best for different content?
Return on Ads Spend (ROAS)
Google Search Ads
Google Display Ads
Performance vs. Revenue attribution: A guide on when to use what
Triblio ABM platform
Setting up Facebook Ads
Setting up AdRoll
Setting up Twitter Ads
Setting up Bing Ads
Setting up LinkedIn Ads
Setting up Google Ads
Setting up G2
Setting up Capterra
Import fixed cost data using Google Sheet
Import Events data using Google Sheet
Import cost data using Google Sheet
Setting up Outreach
Setting up Zapier integration & Zaps for Lead Ads
Setting up Google Search
Setting up Intercom
LinkedIn Offline Conversion (CAPI)
Google Ads Offline Conversion
Google Ads Offline Conversion: Salesforce vs Dreamdata
Google Ads Offline Conversion: Hubspot vs Dreamdata
Connect to AWS Redshift using AWS Glue
Connect your Dreamdata data to Snowflake
Connect your Dreamdata data to Amazon Redshift
Guides for Looker Studio Reporting
Getting Started with Looker Studio Templates
Google Connected Sheets
Setting up Data Export to BigQuery of CRM Properties
Company Data Enrichment
Reduce impact from ad-blockers and Apple ITP 2.x
Pardot iframe form tracking
Tracking using Sleeknote or Drift
How to track your emails?
How does Dreamdata track all relevant on-site customer data?
Tracking Hubspot Forms with auto-identify script
Server Side Analytics APIs
URL query parameters
Tracking iframes with auto-identify script
Tracking SPAs (Single Page Applications)
Across domain & device tracking
Advanced Identification of users and companies
Tracking Dynamics 365 Marketing Forms
Setup Guide: All Salesforce Opportunities entering specific Stage
Setup Guide: All Microsoft Dynamics Opportunities in a specific Stage
Setup Guide: All Pipedrive Deals entering specific Stage
Setup Guide: Creation of Opportunities/Deals
Setup Guide: Tracked sign-up events
How Dreamdata Handles Currency Exchange in Stage Models
Setup Guide: All Hubspot Deals entering specific Stage
Stage Models - Customization
Learn more about the 'Branded Search' filter
CRM-Based Channel and Source in the Absence of Tracking Activity
What is a company?
Some of my deals are flagged with "Unknown". What does it mean?
Data retention and deletion
How is anonymous traffic linked to companies?
Can I exclude content or websites from being tracked?
Influenced vs Attributed Leads and Value
Understanding the Difference: Conversions vs. Stages
What does Visitors, Contacts and Companies mean?
What is a session?
Roles and Permissions
What is the reporting Time Zone?
Why are my dashboards empty?
Referral Guide and UTM tracking
Intro Template for your new clients
Ideal Customer Profile
Co-marketing and account mapping
Quick learning videos!
Find the content that generates most pipeline
How to set up content categories on Dreamdata
Do you know how your company is generating money?
How to see the value of B2B Google Ads in pipeline and revenue generated
How Content Analytics tracks the influence of content of pipeline and revenue
How to easily build a retargeting audience with Dreamdata
Are you using G2?
Performance vs. Revenue Analytics reports- when to apply them best!
What attribution really is and why you should care!
Helping BDRs break through to the hottest accounts
Dreamdata Content Analytics: Discover the real value of your content
Do you know which of your Marketing activities had the biggest impact on pipeline and revenue?
Which of your emails produce pipeline and revenue?
See the value of SEO in pipeline and revenue generated
How to cut the cost of your Google Search Ads
Updated by Mikkel Settnes
The Salesforce integration to Google Offline conversion allows you to create conversion events in Google Ads.
The GCLID-based method offers the most flexibility in defining conversion events based on Salesforce objects, but is more difficult to setup and is limited to Last Touch interaction.
Enhanced conversions for leads is easier to setup, but it only allows you to define conversions events based on the Lead object ie. you cannot optimize your Google Ads towards later funnel stages.
Both methods have differences to Dreamdata's Google Offline Conversion integration that is worth considering before you choose which integration to use.
This approach relies on capturing the GCLID (id for an ad click on Google) on the object you want to track in Salesforce (like Lead or Opportunity).
When the object changes status (fx. from 'Lead' to 'MQL') the stored GCLID will be passed back to Google Ads together with the conversion event. Google Ads will create the conversion event and attribute it to the ad click matching the GCLID.
To use this approach, you’ll need to make updates to your website, Salesforce account, and Google Ads account (read more here).
It requires you to enable google auto-tagging as well as having field-history enabled in your Salesforce instance.
- Create a custom GCLID field in your lead or opportunity objects. Without this ID, Google Ads won't know which click to attribute the conversion to.
- Modify the web-to-lead form on your website to upload the click ID (along with the rest of the form data) to Salesforce.
- Edit your website to save the GCLID. This involves adding a piece of code to your website so you can collect and store the click ID.
- Setup the event trickers in Salesforce that you want to consider as conversions fx. when the Lead object changes status to 'MQL'
- It is flexible and can track any changes to different objects, therefore not limiting your ability to optimize towards the full funnel.
- It requires a lot of technical setup to work.
- The biggest drawback is that it only stores one GCLID per object. This effectively means that you are using Last Touch Attribution.
How does it compare to the Dreamdata Google Offline Conversion integration?
- Optimize towards the entire funnel: Both Salesforce's GCLID-based method and Dreamdata's Google Offline Conversion integration, allows you to optimize towards the entire funnel and stages defined on multiple objects.
- Multi-touch: Salesforce effectively uses a Last Touch model, considering only the last ad click recorded for each each conversion event. On the other hand, Dreamdata sends all recorded ad clicks for each conversion event.
The optimization done by Google Ads becomes more precise when sending all relevant ad clicks and not just the last.
- Ease of setup: Dreamdata's integration does not require any extra setup. You simply select your conversion goals (=Stage Models) and click send to Google Ads.
Enhanced conversions for leads
Enhanced conversions for leads works by sending the email (in anonymized form) to Google Ads upon a form submission on your website.
It requires you to add tags to the forms you collect leads from.
In this way, it is easier to setup than the GCLID method as it does not require you to change your Salesforce instance.
When the Lead object changes status or converts, then this can tricker a conversion event in Google Ads.
(illustration taken from support.google)
Similarities to Dreamdata:
If the funnel stages you want to optimize your Google Ads account towards, is defined using only the Lead object. Both Salesforce and Dreamdata will send the same information back to Google Ads.
Example: You want to optimize Google Ads towards a stage defined as the Lead changing status to 'Marketing Qualified Leads' (MQLs), which is defined similar in Salesforce and Dreamdata. In this case either Dreamdata or Salesforce's integration can be used and give the same result.
Differences to Dreamdata:
Dreamdata enables you to optimize towards your entire funnel (optionally defined by different objects for each stage), whereas the Salesforce 'enhanced conversion for leads' integration only supports optimizing towards funnel stages defined by the Lead object.